Insights
Market Ethos
Market Ethos
Yielding to yield
September 25, 2023. Market Ethos. It has not been a very kind September. Market performance may feel like the same dance, but there are key…
Market Ethos
Dividends on sale
September 18, 2023. Market Ethos. Dividends are historically less volatile, with good returns and some preferential tax treatment for Canadian qualified dividends.But what happens if…
Market Ethos
Little trouble in big China matters
August 28, 2023. Market Ethos. China’s equity market and economy have been under pressure of late.
Market Ethos
What happens after the peak?
August 28, 2023. Market Ethos. Bankers likely feel some satisfaction and a sense of achievement after reaching the peak of interest rate hikes. With steep…
Market Ethos
Sometimes good news isn’t good after all
August 21, 2023. Market Ethos. The good news of better economic data, which lifted markets for a while, became a negative due to rising bond…
Market Ethos
Pumpkin spice on the horizon
August 14, 2023. Market Ethos. We're seeing seasonality as we near that time of year – not just pumpkin spice everything, but also seasonal trends…
Market Ethos
Making sense of consensus: Economists vs analysts
August 8, 2023. Market Ethos. Consensus analysts are optimistic about the future of corporate earnings while views from economists paint a much more tempered path…
Market Ethos
Special FX
July 24, 2023. Market Ethos. We look at the strength of the U.S. and Canadian dollar. Longer-term considerations like valuation measures such as purchasing power…
Market Ethos
Style Post-Mortem: Learnings from 2022
July 17, 2023. Market Ethos. With the benefit of hindsight, our post-mortem dives deep into previous portfolio decisions, what drove our value/dividend tilt in 2022…